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fcwe1113

@fcwe1113

Positions21

Dividend received$135.98

Investing since04.2023

Positions

Title

Weight

Position

P/L

Vanguard S&P 500 ETF

VUAGx4.476

27.40%

$668.96

$149.46

+$170.71

34.26%

Vanguard FTSE Developed Europe ETF A

VWCGx3.53

10.24%

$250.03

$70.83

+$59.23

31.04%

Vanguard FTSE Japan ETF

VJPBx4.992

10.09%

$246.27

$49.33

+$48.02

24.22%

Vanguard FTSEDvlpAsiaPacexJpn ETF USDAcc

VAPUx3.925

9.03%

$220.56

$56.20

+$45.36

25.89%

Target

TGTx1.409

8.79%

$214.62

$152.34

+$71.69

50.16%

Vanguard Vngrd FTSE All-Wld Hgh Div Yld ETF A

VHYGx1.531

6.79%

$165.86

$108.32

+$17.52

11.81%

iShares UK Dividend ETF GBP

IUKDx9.253

5.29%

$129.07

$13.95

+$7.98

6.59%

HSBC

HSBAx4.941

4.16%

$101.65

$20.57

+$49.68

95.59%

Legal General

LGENx23.7

3.96%

$96.77

$4.083

+$16.61

20.73%

Vanguard FTSE Emerging Mkts ETF

VFEGx0.931

3.37%

$82.40

$88.54

+$19.34

30.66%

State Street SPDR S&P UK Dividend Aristocrats ETF (Dist)

SPYGx4.108

3.13%

$76.33

$18.58

+$6.37

9.10%

Mercadolibre

MELIx0.0262

2.08%

$50.83

$1,937.65

-$2.30

4.33%

Lloyds Bank

LLOYx20.93

1.31%

$32.04

$1.531

+$5.33

19.93%

Costco Wholesale

COSTx0.0266

1.03%

$25.15

$947.18

-$1.57

5.88%

iShares MSCI Target UK Real Estate ETF GBP D

UKREx4.883

1.02%

$24.85

$5.088

+$0.64

2.63%

JCH

JPMrgn Clver Inv

JCHx0.882

0.48%

$11.79

$13.37

+$1.03

9.58%

CTY

City of Ldn Inv

CTYx1.44

0.47%

$11.60

$8.05

+$0.84

7.79%

HICL Infra

HICLx6.016

0.46%

$11.28

$1.876

+$0.53

4.88%

MRC

Merchant Trust

MRCHx1.273

0.44%

$10.76

$8.451

+$0.00

0.00%

International Public Partnerships Ltd

INPPx5.788

0.44%

$10.76

$1.859

-$0.00

0.00%

OXL

Oxford Lane Capital Corp

OXLCx-0.000000002

0.00%

$0.00

+$0.00

0.00%

Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$2,441.57

Performance

Portfolio Performance

We are calculating your portfolio performance.

Real-time data from LSX · Fundamentals & EOD data from FactSet